33% OFF on all Financial Market Recorded courses. Use Coupon: FREEDOM33 View Courses Now
Request A Call

Certification in Online Wealth Management

5,000  

4.8 | 408 students enrolled.

Listed In
Financial Planning
Language
English
Difficulty
Intermediate
Validity
3 Years
Program
Expert-led Recorded Program
Instructor
Kredent Academy
Enroll Now

Course Highlights

  • 147 videos
  • 16+ Hours of Content
  • 20+ Supplementary Study Materials
  • Full-Length Test

 

 

Introduction

Certification in Online Wealth Management course is jointly certified by NSE Academy & Elearnmarkets (NSE Academy is a subsidiary of National Stock Exchange of India).

The Financial system acts as a reflection of an economy. The increasing integration with the global markets has lead to a swift rising of the financial sector in India. Wealth Management has developed into one of the most respected and highly compensated occupation in the financial services industry. Globally, the financial advisers have emerged as the most recent class of experts who either as entrepreneurs or as working professionals in banks or other investment advisory firms create financial plans for their clients and also help them to accomplish their financial goals. 

This perfectly designed comprehensive course will aid you in understanding your financial goals and also enable you to increase, maintain and conserve your wealth.

Objective

This programme will help the learners:

  • To attain the skills, knowledge, mindset and the morals necessary to perform ethically and responsibly in the highly regulated financial services industry
  • To be able to respond to the challenges brought about by the altering nature of the Financial Services Sector.
  • To learn about the essential terms, concepts, theories and principles of Wealth management
  • To apply theoretical knowledge and skills in practical situations, both for themselves as well as for their clients

 

Benefits

Students enrolling for Certification in Online Wealth Management course will be given a “Certificate of Participation” from NSE Academy,facilitated by Kredent Academy.

The students can take the help of an email query support, Question and Answer Community Platform for any kind of doubt clearance related to content while pursuing the course.

They will also learn how to do financial planning calculations in MS-Excel. In addition, they will be given exposure to certain mutual funds websites, insurance websites and other economic websites and they will also learn how to extract and use data in a selective manner for creating wealth.

Topics Covered

  • Introduction to Financial Planning
  • Wealth Mnaagement and Economy
  • Investment and Risk Managemnet-Equity
  • Investment and Risk Management-Debt
  • Investing in Gold & Real Estate
  • Investment Products and Services
  • Investment Evaluation Framework
  • Risk Profiling and Asset Allocation
  • Risk Management through Insurance 
  • Elements of Taxation 
  • Taxation of Investment products
  • Estate Planning 

Intended Participants

  • Students having less or no knowledge of Finance
  • All employees belonging to Asset Management Companies
  • All team members working in Financial Product Distribution Companies
  • All software professionals and engineering professionals wanting to develop knowledge on wealth management
  • All undergraduates and graduates wishing to expand their knowledge base
  • Relationship managers working in sales or back office of any bank or Equity Broking Houses  
  • Any one who wants to manage their own money

FAQs

Frequently Asked Questions

Preview

{{free_unit.CourseUnits.name}} Preview

Under this course “Certification in Online Wealth Management”, the participant will be required to appear for the online examination hosted on the website of Elearnmarkets.com. Please note that the participant will get the Certificate of Participation of Certification in Online Wealth Management after successfully clearing this examination

Procedure:

  • The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test”
  • Note:  The certification test can be appeared by the candidate only once.
  • In case of any further assistance, drop in an email to support@kredentacademy.com or call: 90516222555

Other Details:

  • Duration: 1.5 hours.
  • Pattern of questions: 50 multiple choice based question of 2 marks each.
  • Qualifying marks: 50

Certificate of Participation​:

After successful completion of the online examination, participants can download their certificate from  "My Certificates" tab available on Elearnmarkets dashboard within 10 days from the date of Certificate application done.

Loading....

{{totalComment}} Discussion

{{loadmore}}

Student feedback ({{total_reviews}})

{{ review_data.user.first_name | capitalize}}

{{ review_data.user.first_name}} {{ review_data.user.last_name}}

{{ review_data.create_date | date:'mediumDate'}}

{{ review_data.user.first_name | capitalize}}

{{ review_data.user.first_name}} {{ review_data.user.last_name}}

{{ review_data.create_date | date:'mediumDate'}}
{{ reviewloadmore}}